Sun.Aug 29, 2021

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These Six Fast-Growing Small Annuity Issuers May Be Your Next Rivals

Wink Intel

Wink reported in April of last year that Upstream Life had the most competitive rates for multi-year guaranteed annuities, with term periods as long as 15 years for its Secure Foundation and Secure Legacy products. Click HERE to read the full story via Life Annuity Specialist. The post These Six Fast-Growing Small Annuity Issuers May Be Your Next Rivals appeared first on Wink.

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US Dividends Jump 5.2% in Q2

Wink Intel

DENVER–( BUSINESS WIRE )–Despite some notable exceptions, the majority of US companies continued paying their dividends without interruption during the first year of the pandemic, leading to a smaller rebound in the second quarter of 2021 relative to other countries. US dividends rose 5.2% during the quarter on an underlying basis according to the latest edition of the Janus Henderson Global Dividend Index.

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Financial advisor vs. planner: what’s the difference?

Wink Intel

Over time, the financial services industry has blurred the line between the terms financial “advisor” and “planner,” often at the expense of the client’s experience. A financial planner can be — broadly — defined as someone who sits down with a client and does lifelong financial planning. Financial advisor is a more general term. An advisor tends to focus on more instantaneous financial matters, particularly investment decisions.

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FP Rising Stars: Planners of the Future

Wink Intel

We’re delighted to announce the winners of a new award: Financial Planning ’s 2021 Rising Stars. This list celebrates 10 early-career financial planners who embody the values of the profession and are on a trajectory to make a difference in the field. Selected from among nominees across the country, the winners are both young advisors and career-switchers.

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Are Your Impact Comms Resonating With Stakeholders?

Whether your organization is at the start of its sustainability and impact journey or years into it, many brands share a common concern: the uncertainty of whether they are sending stakeholders mixed messages. Creating content that speaks to your audience's “love language” can be a tricky dance. But, worry not! 3BL has put together tips to ensure that your content not only finds its rhythm but also resonates with your target audiences.

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Not All Annuity Issuers Are Alike

Wink Intel

When fee-based advisers who’ve dealt only with investments decide to become “ambidextrous,” they can be forgiven for not instantly knowing every nuance about insurance products and life insurance companies. “Ambidextrous” is RIJ ’s adjective for advisers who use investments and annuities to maximize clients’ income and peace of mind in retirement.

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Insurance Labor Study Indicates Continued Growth Amid a Difficult Recruiting Market

Wink Intel

CHICAGO–( BUSINESS WIRE )–The latest iteration of the Semi-Annual U.S. Insurance Labor Outlook Study, conducted in part by The Jacobson Group , the leading provider of talent to the insurance industry, found 93% of respondents plan to increase or maintain their headcounts in the next 12 months. “We’re seeing a lot of movement within the insurance industry, as professionals reevaluate their current roles and consider new opportunities,” said Gregory P.